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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: Augustus Gloop who wrote (20175)	5/20/1999 5:37:00 PM
From: Logain Ablar	Respond to of 34811

Nasdag: From a fundamental perspective, not P&F, CHKP seems to be taking market share from both NETA and AXNT. CHKP had a good first quarter with a good conference call indicating a strong 2nd quarter. NETA and AXNT disappointed in the 1st quarter indicating the problem was client related vs. their product acceptance. [Since then CHKP & CSCO's guidance indicates they are not seeing the same problem]. NETA and AXNT also gave negative forward guidance. IMO CHKP is the safer investment / trade at this point in time. [I'm biased since I've owned some CHKP since Nov.] Tim